Employee Data & Documents

Hi everyone,I've noticed something odd in our workflow and wanted to ask if others have experienced the same:When a manager (in our case, me and a colleague) rejects an employee's recorded working hours and adds a comment in Personio, the employee seems unable to see the comment. They only see that the time entry was rejected – but not the reason or the comment left by the manager.Additionally, it looks like the comment isn't saved anywhere visible for future reference – neither for the manager nor for the employee.Has anyone else experienced this? Is this expected behavior or is there a setting we might be missing?Thanks in advance!

Hi,In the list of employees there is a column called ID Can you have this Field shown in the Employees Profile 

I am wanting to run an audit of what documents we currently have stored on Personio, so we can identify any gaps and then upload the correct documents.I think you used to be able to run a report that gave you the employee name, and which document categories they had documents in but I can no longer see how to do this.Is it possible to glean this information in some other way, or do I have to manually go onto each individual’s profile?

Dear community,has anyone found a way to bulk-download payroll documents from Personio?I recently learned from our HR team that payroll documents are not included in the general document bulk export and need to be downloaded manually by each employee. Honestly, this seems quite outdated – especially in 2025, when automation and AI are becoming standard even for more complex tasks.

Is there a way to create a employee ID in Personio (ie to verify employment)? 

Hi,At our company we use notes for evaluations of our employees. These are always visible for the employee as well.Is it possible to also add notes which are not visible for the employees? But only for the managers for example? 

Hi Personio Community,I have a question regarding access rights in Personio. Is it possible to grant an employee (for example, an Accountant) the right to create documents or folders in the system, or is this functionality strictly limited to administrators?If anyone has experience setting this up or knows if there’s a workaround, I’d really appreciate your insights!Thanks in advance!Anna

Hi Community,Is somebody already using exit surveys in personio? 

Hi Personio Community, We have a special case in our company. - Due to two different job roles the employee works in two different departments and has two different supervisors. How do you solve assigning multiple departments to the employee to ensure correct reporting? How do you solve that both supervisors have manager access and approval rights for the employee?Looking forward to learn from your experiences. Best, Nadine 

Dear Community,Does anyone happen to know how long the audit trail for a signed document is available in the system on the overview page for electronic signatures?Many thanks for your replies :-)Bests, Lego MD

Is there anyone else experiencing an issue with loading up employees’ profiles? 

Hi,We often have people who are simultaneously signed for a Trainee position and then a permanent position. These positions have different types of onboardings which is why separate profiles are needed. But Personio doesn’t seem to allow us to create two profiles with the same email address? Tips on how to maneuver this?

We need to retrieve individual holiday calendars through our API integration, but we cannot. The only way we have found to retrieve holiday information is by using the "Get Employee by ID" endpoint. But this endpoint only provides the country and state of the public holiday calendar on which the individual holiday calendar of that person’s office is based.

We would like to offer a 20€ discount on the Deutschlandticket for our employees. To implement this, we need a flag in the Personio profile to signal to our bookkeeping team that an employee has the Deutschlandticket and should receive the discount via their salary.I’ve created a workflow that reminds employees to upload their receipts and then notifies bookkeeping to include the discount in the pay slip. However, the email I wrote to be sent as part of this workflow was not sent properly—it only showed "Upload the document" instead of the full message I drafted.Additionally, I’d like to include a clickable link in the reminder email that directs employees straight to the document-uploading section in Personio.Could someone assist me with these issues as soon as possible?Thank you in advance!

Hi,We would like to import our employees into the Shiftbase time recording system via an interface. However, the import fails because no job type is supposedly set in Personio.In Personio, I cannot find a field in the employee that is called Occupation type. Does anyone have experience with this and could please help me?Best regards,SabineHi,wir möchten unsere Mitarbeiter via Schnittstelle in das Zeiterfassungssystem Shiftbase importieren. Der Import schlägt jedoch fehl, da angeblich in Personio kein Berufstyp eingestellt ist.In Personio finde ich kein Feld im Mitarbeitenden, das Berufstyp heißt. Hat hiermit jemand Erfahrung und könnte mir bitte helfen? Viele Grüße,Sabine 

Hi, I am trying to find the easiest way to bulk import documents to multiple employees at the same time.Email address seems to work as an identifier, but then the category part is not recognized. I have tried with one _ and three consecutive ones ___ What could be the solution to this?Not all our employees have an EmployeeID and some have multible first/last names which make the identification with names very tricky. Thanks for help!

We would like to give some discount on the Deutschlandticket for our employees (20€). For this we need a way to set a flag in Personio-Profile which signals our bookkeeping, that this person has the Deutschlandticket and gets the discount via salary. For this, we will need a way for employees to upload a proof document each month into Personio and for us to set a flag in each profile. Could you help me with this?

I have a new employee who is currently still living in a hotel and is therefore not yet registered and does not have a tax ID. How can I account for an employee in Personio without a tax ID? 3 months are legally allowed, but the system always shows me a blockage and I can't send the approval.Thank you for your answers! Ich habe einen neuen MA, der aktuell noch im Hotel wohnt und deshalb noch nicht registriert ist und auch keine Steuer ID hat. Wie kann ich einen MA in Personio ohne Steuer ID abrechnen? gesetzlich sind ja 3 Monate erlaubt, aber das System zeigt mir immer eine Blockade an und ich kann die Freigabe nicht abschicken. Danke für eure Antworten!  

Hello,For a funding project, we need monthly signed timesheets of the employees funded by the project. I have found 2 ways to export the timesheets per employee:(a) via timesheet export per month & employee directly into their pers. attendance area a lot of manual work generates PDFs for download (no automatic saving in the corresponding document area) each timesheet must be released individually for signing (again: a lot of manual work) (b) via Reports / Attendance Period per employee:in & tracking Period (&Project) only generates Excel/CSV files poor presentation in terms of clarity (no automatic clustering by day) → lots of manual rework here again: first download, then upload the file Conclusion:both ways still generate a lot of manual work, which is not appropriate for our company with a h

When we annual salary increases we upload and confirm these in advance of the effective date.When i create a template and use the field {{fix_salary}} it only picks up the current salary, and i can’t find any option to select the future effective one.I would also like the document to auto insert the date it was effective from. Are either of these things possible?  i’m new to Personio and am hoping i’ve just missed something!

Hi, could you please help me find out how to provide Supervisors with the right not only to upload documents for their direct reports, but also to create one?I want Supervisors to create reference letter for the employees themselves.  Thank you in advance!

Hello, Does anyone know how the figure for ‘Paid holidays’ is calculated when terminating an employee: In this instance, the employee leaving would have taken 15 days paid holidays as of termination date (this is recorded in their absence calendar), but for some reason Personio has pulled 17.5 days. Am I correct in assuming that this is in error and I need to manually adjust? I need to make sure that the employee has the correct leave recorded so that they are also paid the correct leave in lieu (as they should have a few days leave left over).  Thanks!

Hey all,I marked the post as a question but this topic may also be debatable depending on the answers. So the company I work for has automated contracts for new employees, wanting to use the E-Signature feature. But the employees cannot sign the contract digitally with or without the account. They have to be integrated into the system for them to be able to even sign anything digitally. Are there any ways around this problem or maybe even a solution? 

Hello,I noticed that the Personio system currently supports only a single date format on the dashboard (DD/MM/YYYY), while the API returns dates in the YYYY-MM-DD format. Does Personio only allow a single date format for date-type attributes, or is there a way to assign multiple formats?Could someone from the Personio team confirm if there are any plans to support multiple date formats in both the API and dashboard, or if there might be a workaround available?"Thank you for any clarification!

Hello Community,I have a question about data protection in Personio:In addition to informing our employees about the use of Personio, do we also need to ask for their consent or have them sign something?We're currently not sure about this.The moderator translated the post. See original message belowHallo Community,ich habe eine Frage zum Datenschutz in Personio:Müssen wir unsere Mitarbeiter neben der Information zur Nutzung von Personio auch beispielsweise nach Ihrer Zustimmung fragen oder sie unterschreiben lassen?Da sind wir uns aktuell noch nicht sicher